See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,688 | $77,634-88.8% | $156,549-94.5% | $62,891-86.2% |
| Participation rate | 41.5% | 71.2%-29.7pp | 84.0%-42.5pp | 69.3%-27.8pp |
| Annual return | 36.15% | 50.32%-14.2pp | 32.23%+3.9pp | 20.14%+16.0pp |
| Employer contribution / active EE | $891 | $3,444-74.1% | $5,501-83.8% | $2,281-60.9% |
| Participant deferral / active EE | $2,537 | $3,045-16.7% | $4,871-47.9% | $3,203-20.8% |
| Admin fee / account holder | $43 | $5,561-99.2% | $13,027-99.7% | $4,296-99.0% |